Anastasia C. Hiotis signed Carlton Fields, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carlton Fields, P.A.'s EIN is 59-1233896.
Download the official 2024 Form 5500 (PDF) for Carlton Fields, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carlton Fields, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $43K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BKS FINANCIAL INVESTMENTS LLC |
| 84-1921272 |
| — |
| NONE |
| $16K |
| — |
| ASSURANCE DIMENSIONS | 26-3429295 | — | NONE | $11K | — |
| THE BALDWIN GROUP WEALTH ADVIS | 94-1737782 | — | NONE | $8K | — |
